Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 28 Feb 2020)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 5 Oct 2016)
    • CF10 Compliance Oversight (14 Aug 2018 to 8 Dec 2019)
    • Responsible for Insurance Mediation (25 Jan 2011 to 30 Sep 2018)
    • CF29 Significant management (25 Jan 2011 to 8 Dec 2019)
    • CF1 Director (28 Oct 2008 to 8 Dec 2019)

Recent activity

Updates to this individual's record on the FCA register.

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